Luke Posted May 4, 2023 Posted May 4, 2023 Exited Meta and will add proceeds to current holdings or maybe a new position into Texas Instruments i am researching ATM
Charlie Posted May 5, 2023 Posted May 5, 2023 Bought some Berkshire b shares, mostly because Apple shares rising and insurance seems to be doing pretty good.
dealraker Posted May 6, 2023 Posted May 6, 2023 (edited) Added to LHX. After selling out of EWBC a short time ago to buy land I bought a tad today. Edited May 6, 2023 by dealraker
Red Lion Posted May 8, 2023 Posted May 8, 2023 Bought more OWL bringing it up to full weighting in my basket of alt asset managers.
Gregmal Posted May 9, 2023 Posted May 9, 2023 Added a small bit to HHC at 74. Not thrilled about having to deal with crummy management now, but very keen on being a pre IPO investor in Ackman Enteprises.
Ross812 Posted May 9, 2023 Posted May 9, 2023 Bough a little more Nintendo this morning brining it to a 5% position. Added a little bit to DFIN yesterday and sold a few $40 puts on CASH.
Luke Posted May 9, 2023 Posted May 9, 2023 I sold some Amazon (current average USD 87) to add to Exor.
dpetrescu Posted May 11, 2023 Posted May 11, 2023 Bought some more 2 year Autodesk options over the last week.
EBITDAg Posted May 12, 2023 Posted May 12, 2023 WFC-L. ~6.6% yield that might as well be a perpetuity. Will hold for a long time or sell if rates plunge in future and these go back to ~$1300+ again.
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